MFS Lifetime 2035 Fund R6 (LFEKX)
18.50
0.00 (0.00%)
USD |
Dec 30 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.38% | 646.35M | -- | 14.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -39.29M | 13.83% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the Fund's name; thereafter the Fund will seek total return through a combination of current income and capital appreciation. The Fund invests substantially all of its assets in other MFS mutual funds. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2035 |
| Peer Group | Mixed-Asset Target 2035 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | MFS |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
75
-233.62M
Peer Group Low
114.77M
Peer Group High
1 Year
% Rank:
60
-39.29M
-2.562B
Peer Group Low
1.369B
Peer Group High
3 Months
% Rank:
62
-813.51M
Peer Group Low
310.66M
Peer Group High
3 Years
% Rank:
71
-4.461B
Peer Group Low
4.990B
Peer Group High
6 Months
% Rank:
60
-1.476B
Peer Group Low
779.63M
Peer Group High
5 Years
% Rank:
63
-11.33B
Peer Group Low
11.46B
Peer Group High
YTD
% Rank:
64
-2.737B
Peer Group Low
1.240B
Peer Group High
10 Years
% Rank:
47
-13.46B
Peer Group Low
23.38B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 31, 2025.
*Indicates data for the year is incomplete.
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 3.66% |
| Stock | 55.13% |
| Bond | 40.34% |
| Convertible | 0.00% |
| Preferred | 0.05% |
| Other | 0.82% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| MFS Government Securities Fund R6 | 9.83% | 8.73 | 0.00% |
| MFS Total Return Bond Fund R6 | 8.56% | 9.67 | -0.10% |
| MFS Blended Research Mid Cap Equity Fund R6 | 7.00% | 15.00 | -0.27% |
| MFS Inflation-Adjusted Bond Fund R6 | 6.99% | 9.06 | 0.00% |
| MFS Blended Research International Equity Fund R6 | 6.26% | 17.44 | 0.23% |
| MFS Global Opportunistic Bond Fund R6 | 5.00% | 8.22 | -0.12% |
| MFS Blended Research Value Equity Fund R6 | 4.02% | 15.84 | -0.13% |
| MFS Value Fund R6 | 4.01% | 50.28 | -0.14% |
| MFS High Income Fund R6 | 3.96% | 3.15 | 0.00% |
| MFS Blended Research Growth Equity Fund R6 | 3.65% | 27.89 | -0.21% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | -- |
| Administration Fee | 9.78K% |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | No |
| Available for RRSP | No |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the Fund's name; thereafter the Fund will seek total return through a combination of current income and capital appreciation. The Fund invests substantially all of its assets in other MFS mutual funds. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2035 |
| Peer Group | Mixed-Asset Target 2035 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | MFS |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (12-29-25) | 3.37% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 30 |
| Stock | |
| Weighted Average PE Ratio | 30.21 |
| Weighted Average Price to Sales Ratio | 6.702 |
| Weighted Average Price to Book Ratio | 7.671 |
| Weighted Median ROE | 34.24% |
| Weighted Median ROA | 10.14% |
| ROI (TTM) | 17.33% |
| Return on Investment (TTM) | 17.33% |
| Earning Yield | 0.0462 |
| LT Debt / Shareholders Equity | 1.029 |
| Number of Equity Holdings | 0 |
| Bond | |
| Yield to Maturity (11-30-25) | 4.39% |
| Effective Duration | 5.00 |
| Average Coupon | 4.16% |
| Calculated Average Quality | 2.986 |
| Effective Maturity | 11.15 |
| Nominal Maturity | 11.44 |
| Number of Bond Holdings | 0 |
As of November 30, 2025
Growth Metrics
| EPS Growth (1Y) | 23.37% |
| EPS Growth (3Y) | 12.93% |
| EPS Growth (5Y) | 16.25% |
| Sales Growth (1Y) | 12.02% |
| Sales Growth (3Y) | 11.90% |
| Sales Growth (5Y) | 11.99% |
| Sales per Share Growth (1Y) | 16.20% |
| Sales per Share Growth (3Y) | 12.38% |
| Operating Cash Flow - Growth Rate (3Y) | 18.35% |
As of November 30, 2025
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:LFEKX", "name") |
| Broad Asset Class: =YCI("M:LFEKX", "broad_asset_class") |
| Broad Category: =YCI("M:LFEKX", "broad_category_group") |
| Prospectus Objective: =YCI("M:LFEKX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |